Clarity

Bongani Nhleko

Mike Wright

Julia Pennington

Getting started

Who can sign up for Clarity?

Do I need an Investec Private Bank account to sign up for Clarity?

How do I sign up?

As an Investec Private Bank account holder, why do I need to link my Investec Bank accounts?

Onboarding

What do I get when I trade on Clarity?

What does Clarity cost?

How do I reset my password?

Can I change my email address on Clarity?

How to Enable Biometrics for Your Clarity App

How do I see my statement?

Does Clarity issue tax certificates or where can I find my tax certificate on Clarity?

How are the Account and Portfolio metrics calculated?

How to Perform a Hard Refresh on Your Browser

Hard Refresh on Windows and Mac

How do I update the app?

A collection of commonly asked questions and answers to provide clarity on key topics

Frequently Asked Questions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.